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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $389,931 | $172,111+126.6% | $150,298+159.4% | $137,256+184.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.22% | 69.37%-58.1pp | 62.79%-51.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $16,646 | $4,636+259.0% | $4,154+300.7% | $4,156+300.5% |
| Participant deferral / active EE | $7,014 | $6,166+13.8% | $5,453+28.6% | $6,407+9.5% |
| Admin fee / account holder | $3,200 | $16,471-80.6% | $14,116-77.3% | $12,270-73.9% |